- AI-focused memory production limits consumer hardware availability
- DRAM costs are rising faster than most manufacturers expected
- Dell and Lenovo announce double-digit price increases for enterprise servers
Server and PC makers are facing soaring component costs, largely due to memory shortages.
Analysts warn that DRAM and HBM production is increasingly focused on artificial intelligence servers, reducing the availability of standard consumer equipment.
TrendForce estimates that DRAM prices could rise 8% to 13%, while Counterpoint predicts an even sharper increase.
Industry reaction and price adjustments
This shift in manufacturing priorities has prompted companies to rethink product lines, with some brands moving away from consumer-facing memory to meet corporate demand.
Major OEMs, including Dell, Lenovo, HPand HPE are planning significant price increases for servers, projected to rise by about 15%, while PC prices are expected to rise by about 5%.
Dell's chief operating officer called the shortage “unprecedented,” noting that supply is struggling to keep up with rising demand.
Memory components, NAND, hard drives and advanced semiconductor assemblies are under pressure.
Channel sources suggest that extended lead times are now common across all brands except Apple Mac and Microsoft Surface foods that appear to be less affected.
Memory manufacturers are increasingly targeting AI-centric manufacturing, which is impacting the availability and cost of components for general equipment.
Micron recently announced discontinuation of the Crucial brandaiming to give priority to large clients with artificial intelligence servers.
Samsung Memory prices have reportedly risen nearly 60% as factories shift capacity toward artificial intelligence workloads.
This surge in demand has created instability in the memory market, leaving manufacturers scrambling to adjust pricing and supply strategies.
Supply chain sources indicate that nearly all major manufacturers are targeting double-digit sales growth. server prices and moderate price increases for PCs.
Lenovo's chief operating officer warned that pricing pressure on memory and solid-state drives is “more significant than usual,” making it difficult to mitigate the impact.
HP called higher memory costs a “temporary headwind” that primarily affects PCs rather than peripherals.
Despite these adjustments, IDC analysts note that the current market movement is unusually large compared to past movements.
This trend demonstrates the growing influence of AI in hardware markets with demand for servers. processorsAnd GPUs leading to memory deficit.
While manufacturers are trying to cope with the impact, the pace of these price changes suggests that enterprise and consumer equipment budgets will be under continued pressure.
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